每经编辑｜陈梦妤 上海市杨浦区"城置美宿" 每经记者 包晶晶 摄 全国55个重点城市房东的平均租金已连续11个月环比下降。 其中降得最多的，竟然是上海。 据克而瑞长租数据系统监测，上海个人房源租金同比跌幅达到了11.78%。 "我的房子在淮海路附近，现在的市场租金比最高点降了近1/3。"陈秋秋通过微信告诉《每日经济新闻》记者："邻居的房子和我同样大户型、同样楼层， 5年前挂牌2万元/月出租，当时连保安都觉得价格太夸张，结果半天内以2.2万元/月成交。" "昨天（8月21日）链家电话我，说这套房子大约能租1.5万元/月，说的时候还很没底气。我想何必呢，出租4年，最后只赚了个装修钱。" 保租房对个人房源市场形成持续挤压 近年来，高品质保障性租赁住房项目频频落地。 以上海为例，杨浦区面向新市民、青年人才等群体，在商业、教育配套成熟的区域建设高品质保障性租赁住房。 每经记者在走访中发现，杨浦区"城置美宿"紧邻内环，步行至地铁站约10分钟，商业、教育、医疗等配套齐全。约42平方米一居租金约4600元/月，而临 近的高层住宅水月坊，46平方米一居租金约6030元/月。 奉贤区为了吸引人才，更是在租住社区方面花了大功夫。交 ...

海西房产网（微信公众号：fjhxfcw）消息：8月15日，福州左海集团对外透露，由工业园区集团权属设 计勘察分公司负责的城市分散式存量房改造长租公寓设计方案，已实景落地并取得不错的市场反馈。 这一方案以"千人千面"的空间理念，重新定义城市租赁生活，为新福州人打造真正适配宜居的"理想 家"。 据了解，早在2023年5月8日，福州市住房保障和房产管理局就曾对外透露，福州成为全国批量收购存量 住房扩大租赁住房供给的8个试点城市之一。 根据计划，2023年福州加强与国有住房租赁机构、房地产企业、商业银行或开发性金融机构战略合作， 计划批量收购存量住房总套数8000套，计划总投资约100亿元，总建筑面积80万平方米，统一用作保障 性租赁住房或长租房，解决市民，特别新市民和青年人的租房难题。 福州市房管局相关处室负责人透露，目前四城区的上万套安置房房源中，建成年限短、地理位置优越、 层次较好、户型符合征迁需求的优质房源，将用于新启动的征迁项目；其余房源将试点转换为保障性租 赁住房。 为此，福州市专门制定"市场化批量收购存量住房扩大租赁供给试点工作方案"，由国企统一收购盘活相 关存量房源，申请试点贷款资金，未来对保障性租赁 ...

7月21日，深圳市龙华住建局发布保租房项目华章新筑认租资格终审结果，终审合格认租申请家庭共 8849户。根据7月9日该局公布的初审结果，有10662人提交了申请。这次配租的华章新筑位于观澜，只 有220套房源，一房195套（约35m²），两房25套（约70m²），租金标准为24元/月/m²，物业管理费为 3.46元/月/m²。 租金低、申请门槛宽松、覆盖人群广泛、不设户籍与收入限制、居住体验佳……近年来，集解决居住痛 点能力于一身的保租房成为新市民、青年人的安居首选。截至2025年7月，深圳已累计面向个人配租保 障性租赁住房近1.2万套，租金为市价的6折。 吸油烟机、燃气灶……都有了，还要添置些什么呢？入住后，为了把家打造得更温馨，夫妻携手2个萌 娃"花小钱办大事"：花300元DIY美缝省下3000元，100元改造法式玻璃门，500元把5平米阳台变成浪漫 花园……只花了1.5万，就打造了一个温馨的"奶油中古风"家。 一 深漂十年搬家八次，终于住上"好房子"了 来深10年，搬了8次家。前跨境电商从业者蔡女士凭借深圳保障性租赁住房政策，终于在第8次搬家时， 以市场价6折月租即月租2300元入住光明区明皓府一套2房 ...

Core Viewpoint - The article highlights the successful operation of the first international talent apartment in Guiyang, known as Bo Cai 99, which is supported by Guizhou Bank's financial assistance, aimed at attracting and retaining high-end talent in the city [5][15]. Group 1: Project Overview - Bo Cai 99 is the first international talent apartment in Guiyang, featuring large floor-to-ceiling windows and convenient access to public transportation [3]. - The project was previously a stalled office building that was transformed into a residential space for high-end talent, with over 1,200 units available [8]. - Guizhou Bank Guiyang Branch has provided over 2 billion yuan in credit to support various talent housing projects, including Bo Cai 99 [5]. Group 2: Financial Support and Development - In December 2022, Guizhou Bank Guiyang Branch issued a loan of 640 million yuan for the acquisition and renovation of the Bo Cai 99 project [8]. - The bank's proactive engagement with the project owner and understanding of the local market facilitated the funding process [8]. - The successful operation of Bo Cai 99 has led to further business opportunities for the management company, which plans to expand its operations in Guiyang [12]. Group 3: Talent Attraction and Living Quality - The apartment has attracted various high-end talents, including teachers and PhD holders, who appreciate the convenience and quality of living it offers [10][15]. - Guiyang has been recognized as a talent-friendly city, ranking in the top 50 for both talent-friendly cities and best talent development ecosystems in 2024 [13]. - The article emphasizes that the success of Bo Cai 99 reflects the broader efforts of Guizhou Bank in enhancing urban living quality and supporting city development projects [15][18].

Core Insights - The Chinese housing rental industry is entering a critical phase of high-quality development in the first half of 2025, driven by ongoing top-level design and dynamic market forces [1] - The share of affordable rental housing (保租房) has significantly increased, becoming a key driver for the rapid growth of the rental industry [3][6] Market Structure - The new supply of centralized apartments is dominated by affordable rental housing, with local state-owned enterprise projects entering the market [1] - The overall supply of centralized apartments in the eight core cities exceeded 1.25 million units by mid-2025, with affordable rental housing accounting for over 40% of this supply [6][8] Market Supply Scale - In the first half of 2025, approximately 288 new projects were launched in 22 key cities, adding around 117,300 units, a year-on-year increase of 2.97% [3] - Affordable rental housing supply reached 104,523 units, representing about 89% of the new supply, with a year-on-year increase of 14.11% [3] Rental Price Performance - Rental prices have generally declined in many cities, with seven out of eight core cities experiencing a drop in rental prices, while Guangzhou saw a rebound [1][20] - The rental price decline in cities like Chengdu, Wuhan, Shanghai, and Shenzhen ranged from 4% to 7% [20] Quality Upgrade Trends - The industry is witnessing a clear trend towards quality upgrades, with new projects enhancing product design, operational management, and service standards [1][9] - Innovations in rental products include improved safety, comfort, and sustainability through optimized space design and the application of green technologies [9] Product Value Breakthrough - Long-term rental apartments are evolving beyond traditional housing concepts, incorporating diverse public space configurations and community engagement activities [10] - Projects are increasingly offering customized spaces and high-end amenities, transforming traditional residential areas into vibrant community hubs [10] Service Refinement - New rental projects are focusing on precise alignment with tenant needs, offering a range of value-added services beyond basic management [12] - Enhanced service models, such as dual-track management systems, are being implemented to ensure high-quality living experiences [12] Project Collection Methods - In the first half of 2025, 77% of new projects were newly built, while 23% were renovations [15] - There is a notable divergence in project collection methods across cities, with some cities focusing on new builds while others prioritize stock transformation [17] Future Supply Dynamics - The acquisition of existing properties for affordable housing began in 2023, facing challenges due to funding shortages [19] - Future policies aim to support the acquisition of existing properties to enhance the supply of affordable housing, transitioning the rental market towards stock transformation [19]

Core Viewpoint - The Guangzhou Municipal Housing and Urban-Rural Development Bureau has announced the opening of applications for 486 units of overall rental guarantee housing, specifically targeting high-tech enterprises, universities, and key service units for urban operations, rather than individuals [4][5]. Group 1: Housing Details - The rental guarantee housing is located in Panyu Xie Village, with unit types including one-bedroom and three-bedroom apartments [4]. - The project offers a rental price of 25 yuan per square meter per month, which is slightly higher than the previous public rental housing price of 20 yuan per square meter per month [4]. - The property management fee for the housing is set at 2.5 yuan per square meter per month, with unit sizes ranging from approximately 45 square meters for one-bedroom to about 90 square meters for three-bedroom apartments [4]. Group 2: Application Process - Applications for the housing can be submitted by eligible units from July 2 to July 9, 2025, through the WeChat public account "Cheng Yi Yi Ju" [4]. - The on-site application acceptance period is from July 14 to July 17, 2025, at the comprehensive window for the Cheng Jun Yue Fu guarantee housing [4]. - The allocation of housing will prioritize eligible units based on their employee needs, with remaining units distributed to other qualifying applicants [5]. Group 3: Target Audience - The housing is primarily aimed at high-tech enterprises, innovative benchmark enterprises, higher education institutions, and other designated key service units [5]. - This initiative marks the first batch of city-level overall rental housing launched for eligible units across Guangzhou, following previous district-level initiatives [5].

Core Viewpoint - The company, Shanghai Shangkai, is facing challenges in the real estate market, with a significant decline in profits and sales, particularly in the context of urban renewal projects and the broader economic environment [1][9][12]. Group 1: Company Overview - Shanghai Shangkai is involved in urban renewal projects, including the notable "Xinhonghui" commercial complex, which opened in September 2024 [1][5]. - The company has a history of participating in urban renewal initiatives since 2014, with several projects in the Shanghai area, including the Red Star Village and Meilongli [2][4][5]. - The company has been expanding its rental housing business, responding to government initiatives to provide affordable housing [8]. Group 2: Financial Performance - In 2024, Shanghai Shangkai reported a net loss of 3.31 billion HKD, a significant decline from a profit of 4.95 billion HKD in 2023 [13]. - The company's revenue for 2024 was 124.4 billion HKD, up 56.4% from 79.54 billion HKD in 2023, but the gross profit decreased by 35.9% to 21.31 billion HKD [13]. - The gross margin fell to 17.1% in 2024, down 24.7 percentage points from 41.8% in 2023 [13]. Group 3: Market Challenges - The company has experienced a decline in sales, with total contract sales dropping from 89.33 billion HKD in 2021 to 39.33 billion HKD in 2024, a decrease of 52.2% [9][10]. - The decline in sales is attributed to reduced sales in first- and second-tier cities, impacting the overall performance of the company [10]. - The company has reduced its land acquisition activities, with available planning area decreasing to 332 million square meters by 2024 [12]. Group 4: Strategic Initiatives - To mitigate the impact of declining sales, Shanghai Shangkai is exploring new business areas, including project consulting services for infrastructure projects like the G50 highway expansion [15][16]. - The company aims to diversify its business portfolio and expand revenue sources through these new initiatives [16].

Group 1 - The core viewpoint of the article highlights the mixed performance of the Kunming real estate market, with a decrease in transaction volume but an increase in average prices [1][3] - Two projects launched over 200 new housing units, while the overall market saw a supply drop of 69% and a slight transaction decrease of 4% [1][3] - The average transaction price reached approximately 12,271 yuan per square meter, reflecting a 7% increase compared to the previous period [1] Group 2 - The top-selling project, Puyuy ONE, achieved a sales amount of about 0.49 billion yuan with an average price of 17,595 yuan per square meter [1][3] - Longlin Tianjing, located in the Dongbaisha River area, recorded a sales amount of approximately 0.24 billion yuan and an average price of around 5,893 yuan per square meter, indicating a successful price-to-volume strategy [3] - New Hope·Jinguanfu, a recently launched project, reported a sales amount of about 0.17 billion yuan with an average price of 8,463 yuan per square meter, benefiting from high efficiency in sales [3][5] Group 3 - The land market in Kunming saw no transactions last week, with only one residential land supply in the Century City area, covering approximately 43 acres and starting at a price of about 4.34 billion yuan [5][7] - The land was previously designated for commercial use and has been reclassified for residential development, indicating a shift in market strategy [7][10] - The project aims to create a high-quality, low-density community, which may intensify competition in the area [7][10] Group 4 - The project in the Northwest New City, originally a stalled commercial building, is set to be transformed into affordable rental housing, marking a significant turnaround after eight years of inactivity [8][10] - The project will consist of 901 units, primarily designed as small to medium-sized apartments, and aims to address the issue of unfinished commercial properties in Kunming [10][13] - The redevelopment plan reflects a broader trend in the industry towards creating affordable housing solutions in response to market demands [10][13]

Core Insights - The long-term rental market in first-tier cities is experiencing a phenomenon of high occupancy rates alongside declining rental prices since 2025 [1][2] - The high occupancy rates, exceeding 85% in major cities, indicate strong rental demand, particularly from the "Z generation" who prefer long-term leases [2][8] - The decline in rental prices is primarily driven by the large-scale entry of affordable rental housing, which has a downward effect on overall market rents [7][11] Rental Market Overview - The occupancy rates for long-term rental apartments in Beijing, Shanghai, Shenzhen, and Guangzhou have consistently exceeded 85% [2][8] - Guangzhou leads with a 96% occupancy rate, followed by Shenzhen at 91%, Beijing at approximately 88%, and Shanghai at 85% [2][8] - Rental prices in Beijing, Shanghai, and Shenzhen have decreased by 1% to 5%, while Guangzhou saw a slight increase of 2.08% [4][11] Factors Influencing Rental Prices - The introduction of affordable rental housing has significantly impacted the average rental prices, particularly in Shanghai where new affordable units are priced about 30% lower than the market average [7][11] - Increased market competition has forced rental companies to adjust their pricing strategies, contributing to the overall decline in rental prices [7][11] City-Specific Trends - In May, Beijing had the highest rental price at 189.3 CNY per square meter, with a slight increase of 0.16% month-on-month [8] - Guangzhou had the lowest rental price at 88.5 CNY per square meter, while Shanghai's rental price decreased by over 5% compared to 2024 [4][8] - Shenzhen's rental prices have returned to 2022 levels, with a current price of 101.7 CNY per square meter, reflecting a continuous decline over three years [11] Market Evolution - The rental market is transitioning from "having a place to live" to "living well," indicating a maturation of the market [13] - This shift suggests that the long-term rental industry will enter a phase of "quality competition and precise matching" [13] - Tenants are currently in a favorable position to negotiate better rental terms, especially in non-core areas, with potential discounts of 5% to 10% [13]

Core Viewpoint - The average residential rent in 50 cities has continued to decline year-on-year, influenced by falling housing prices, weak employment and income expectations, and an increase in the supply of affordable rental housing [2][9]. Group 1: Rent Trends - The average rent in 50 cities has decreased by 3.25% cumulatively in 2024, with the decline expanding by 3 percentage points compared to the previous year [5]. - In April 2025, the average rent was 35.2 yuan per square meter per month, showing a month-on-month decrease of 0.32% and a year-on-year decrease of 3.40% [9]. - The rental market has seen a significant drop in demand, with fewer inquiries and viewings reported by real estate agents compared to previous years [11]. Group 2: Market Dynamics - The relationship between housing prices and rental prices typically remains positive; however, the current market is experiencing a decline in both due to ongoing adjustments in the real estate sector [7]. - The rental market has been particularly affected since the second half of last year, with a notable increase in the rate of decline in rents [7][12]. - The introduction of affordable rental housing has contributed to a shift in the market, attracting tenants away from traditional rental options [12]. Group 3: Future Outlook - The rental market is expected to face continued downward pressure on prices due to weak income expectations and high price sensitivity among tenants [15]. - The year 2025 is projected to see a significant increase in the supply of affordable rental housing, which may further impact the traditional rental market [15].